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4,851 hedge funds and large institutions have $1.2T invested in Amazon in 2024 Q1 according to their latest regulatory filings, with 284 funds opening new positions, 2,325 increasing their positions, 1,890 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more first-time investments, than exits

New positions opened: 284 | Existing positions closed: 90

23% more repeat investments, than reductions

Existing positions increased: 2,325 | Existing positions reduced: 1,890

17% more capital invested

Capital invested by funds: $1.03T → $1.2T (+$174B)

10% more funds holding in top 10

Funds holding in top 10: 1,6081,764 (+156)

3% more funds holding

Funds holding: 4,7254,851 (+126)

0.74% less ownership

Funds ownership: 62.71%61.97% (-0.74%)

11% less call options, than puts

Call options by funds: $34B | Put options by funds: $38.2B

Holders
4,851
Holders Change
+126
Holders Change %
+2.67%
% of All Funds
69.87%
Holding in Top 10
1,764
Holding in Top 10 Change
+156
Holding in Top 10 Change %
+9.7%
% of All Funds
25.41%
New
284
Increased
2,325
Reduced
1,890
Closed
90
Calls
$34B
Puts
$38.2B
Net Calls
-$4.23B
Net Calls Change
-$2.45B
Name Holding Trade Value Shares
Change
Change in
Stake
SM
4226
Sensible Money
Arizona
$628K -$32.7K -196 -5%
BWG
4227
Balanced Wealth Group
Ohio
$627K -$15K -90 -3%
GWAM
4228
Guardian Wealth Advisors (Minnesota)
Minnesota
$627K -$7.51K -45 -1%
GPWA
4229
Great Point Wealth Advisors
Massachusetts
$626K -$6.68K -40 -1%
FCMT
4230
Founders Capital Management (Texas)
Texas
$626K +$5.34K +32 +0.9%
WIP
4231
WealthCare Investment Partners
Rhode Island
$626K +$61.1K +366 +12%
PWS
4232
Precision Wealth Strategies
Missouri
$626K +$350K +2,098 +153%
AAS
4233
Asset Allocation Strategies
Michigan
$625K +$19.2K +115 +3%
HAFS
4234
Hapanowicz & Associates Financial Services
Pennsylvania
$624K +$96.1K +576 +20%
WFMPM
4235
Woodley Farra Manion Portfolio Management
Indiana
$621K -$5.84K -35 -1%
TWM
4236
TMD Wealth Management
Arizona
$621K -$43.2K -259 -7%
GWM
4237
Greenhouse Wealth Management
Connecticut
$617K
AWM
4238
Altus Wealth Management
Kentucky
$616K +$16.7K +100 +3%
PSA
4239
Plum Street Advisors
Louisiana
$615K +$551K +3,302 New
MIM
4240
Martin Investment Management
Florida
$615K
SWIM
4241
Smallwood Wealth Investment Management
New Jersey
$614K
CA
4242
Crane Advisory
California
$613K +$214K +1,280 +60%
CPG
4243
Cornerstone Planning Group
New Jersey
$612K -$6.18K -37 -1%
CWM
4244
Cahill Wealth Management
Michigan
$612K
FSWA
4245
Financial Synergies Wealth Advisors
Texas
$612K +$8.85K +53 +2%
WCP
4246
Wick Capital Partners
Pennsylvania
$612K +$33.7K +202 +6%
GC
4247
Gibson Capital
Pennsylvania
$611K
TFF
4248
The Family Firm
Maryland
$610K
TBWA
4249
Three Bridge Wealth Advisors
California
$610K
MAM
4250
Milestone Asset Management
Pennsylvania
$609K +$214K +1,284 +61%

AMZN Hedge Fund Activity: Q1 2024 in Review

4,851 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Amazon (AMZN) for Q1 2024, worth a combined $1.2T — up 17% from $1.03T a quarter earlier.

Buyers outnumbered sellers: 284 funds opened new AMZN positions and 90 closed out — a net gain of 194 holders — while 2,325 added to existing stakes and 1,890 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.46B. The largest seller was Morgan Stanley, cutting an estimated $26B.

  • 4,851 institutional investors held Amazon (AMZN) as of Q1 2024, up from 4,725 in Q4 2023.
  • Funds reported $1.2T of Amazon stock for Q1 2024, up 17% quarter-over-quarter.
  • 284 funds opened new Amazon positions in Q1 2024 and 90 closed out, a net change of +194 holders.
  • The largest Amazon buyer in Q1 2024 was Vanguard Group, an estimated $2.46B added.
  • The largest Amazon seller in Q1 2024 was Morgan Stanley, an estimated $26B sold.

Based on aggregated 13F filings for Q1 2024.